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SOA Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

SOA Wealth Advisors’s Portfolio TMO Stock Details TMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$261K Sell
520
-8
-2% -$3.84K 0.04% 182
2026
Q1 		$260K Sell
528
-47
-8% -$25.5K 0.05% 168
2025
Q4 		$333K Hold
575
– – 0.06% 157
2025
Q3 		$279K Sell
575
-210
-27% -$97.7K 0.05% 169
2025
Q2 		$318K Sell
785
-244
-24% -$102K 0.06% 157
2025
Q1 		$512K Hold
1,029
– – 0.11% 111
2024
Q4 		$535K Sell
1,029
-5
-0.5% -$2.75K 0.1% 111
2024
Q3 		$640K Buy
1,034
+9
+0.9% +$5.33K 0.12% 96
2024
Q2 		$567K Buy
1,025
+43
+4% +$24.6K 0.11% 101
2024
Q1 		$571K Buy
982
+127
+15% +$71.3K 0.12% 93
2023
Q4 		$454K Sell
855
-149
-15% -$72.1K 0.1% 106
2023
Q3 		$508K Sell
1,004
-10
-1% -$5.33K 0.13% 91
2023
Q2 		$529K Buy
1,014
+86
+9% +$46.4K 0.12% 94
2023
Q1 		$535K Sell
928
-7
-0.7% -$3.94K 0.13% 89
2022
Q4 		$515K Buy
935
+44
+5% +$23.3K 0.14% 87
2022
Q3 		$452K Buy
891
+49
+6% +$27.4K 0.14% 86
2022
Q2 		$457K Buy
842
+7
+0.8% +$3.85K 0.13% 88
2022
Q1 		$493K Hold
835
– – 0.12% 100
2021
Q4 		$555K Hold
835
– – 0.13% 91
2021
Q3 		$477K Buy
835
+332
+66% +$182K 0.12% 103
2021
Q2 		$253K Sell
503
-279
-36% -$132K 0.07% 136
2021
Q1 		$357K Hold
782
– – 0.1% 115
2020
Q4 		$379K Buy
+782
New +$367K 0.1% 103

Other funds holding TMO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

SOA Wealth Advisors's TMO Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Thermo Fisher Scientific (TMO) stake by 1.5% in Q2 2026, selling an estimated $3.84K and leaving 520 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #182.

SOA Wealth Advisors first reported a position in TMO in Q4 2020 and has held it in 23 quarters since. The position peaked at $640K in Q3 2024. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • SOA Wealth Advisors held 520 shares of Thermo Fisher Scientific worth $261K as of Q2 2026.
  • SOA Wealth Advisors sold 8 Thermo Fisher Scientific shares in Q2 2026, an estimated $3.84K.
  • Thermo Fisher Scientific made up 0.04% of SOA Wealth Advisors's portfolio in Q2 2026, its #182 holding.
  • SOA Wealth Advisors first reported a position in Thermo Fisher Scientific in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Thermo Fisher Scientific position peaked at $640K in Q3 2024.
  • 2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.